1627 Client Onboarding Jobs - Page 9

Responsibilities: * Generate leads through outbound calls & emails * Close sales with new clients * Manage existing accounts for upsells/cross-sales * Achieve revenue targets through client acquisition Annual bonus Performance bonus Sales incentives

Role: Business Development Management Level: Senior Executive Reporting To : Zonal Manager Location: Amravati About the Function: The Independent Hotels team, part of the Domestic Hotel supply function, is responsible for overseeing the supply of independent hotels located throughout India. The Independent Hotels team has more than 70000+ hotels contracted on our platforms About the Role: The incumbent will be tasked with establishing and fostering connections with independent hotels. Oversee comprehensive key account management from start to finish, ensuring the sustainable performance of the region. This role necessitates travel to various hotels within the portfolio, delivering expert guidance, metrics analysis and recommendations based on industry best practices to our hotel partners.' What will you be doing: 1. Relationship and Account Management : Responsible for connecting and engaging with independent hotels. End to end account management and driving sustainable performance of the region. Sourcing & onboarding new hotels. The role involves traveling to different hotels in the portfolio and providing expertise, metrics analysis and recommendations based on the industry's best practices to the hotel partners. 2. Portfolio Management and Driving Growth : Growing net revenue in the market by developing business plans to achieve revenue goals, ensuring inventory levels exceed demand throughout the market, and maintaining rate competitiveness across multiple available platforms. 3. Data Analysis and Reporting: Establishing and maintaining supplier relationships, training partner hotels on our extranet and wholesale business, reviewing monthly production reports, providing feedback to top-producing hotels, and planning and executing market site visits. Building MIS & market intelligence reports, preparing geography wise and service wise sales plans and achieving them. Sharing insights on market and industry with the clients and internal stake holders. Key Success Factors for the Role Strong communication skills, Influencing skills, great interpersonal & stakeholder management skills. High on energy, team player coupled with a great attitude. 4. Negotiating: Networking, Deal initiating, negotiation & closing deal with the clients. Strategizing in order to market the hotel in a better way. It helps hotel partners to serve the needs of their customers and at the same time grow their businesses. Q ualification & Experience Masters degree from a reputed institute with 2- 4 years of experience in sales/Travel Trade/ Key Account Management/ Contracting/B2B Sales. Experience in handling multiple accounts as a partner is preferred. Proficiency in MS Excel and MS Power-point. Key Success Factors for the Role Strong communication skills, Influencing skills, great interpersonal & stakeholder management skills. High on energy, team player coupled with a great attitude. Proficiency in MS Excel and MS PowerPoint is essential

Job description and main responsibilities: Sustain existing partnerships through ongoing professional communication Expand the network of existing business introducers to ensure predictable prospects flow Manage the process of compliant on-boarding of business introducers and records keeping (e.g. NDAs, Application Form, Screening process together with Compliance team, Agreement, including compensation plan by prospect) Triage of prospects to assign them to different channels and complete the specific onboarding process based on respective risk appetite Work with Client Success Management (CSM”) team to obtain and share commercial framework with introducers for their clients, obtain pre-acceptance from CSM and OnBoarding teams for collecting required KYC and execute the on-boarding Ensure process rigor through periodic testing that clients are tied on our system to the specific introducer with pre-agreed pricing for receipt of on-going commissions Implement and manage a monthly Introducer Reconciliation and payment process with Finance team support Ensure timely payment to introducers by working with Finance and Operations teams and the introducers to raise monthly invoices for eligible commissions reflected in the system Periodic review with stakeholders on progress of key goals and reporting to senior management. Requirements: English excellence (written and verbal) Excellent organizational and communication skills Ability to work independently and manage projects with an organization-wide perspective High level of accuracy and attention to detail Bachelor's degree or equivalent in Marketing management, business administration, Computer Science, or a related field Minimum of 4 years of experience in client management, project management roles with a regulated financial institution Ability to work effectively in a team environment and manage multiple tasks simultaneously info@brucbond.com

Generate new business opportunities in target sectors. Build strong client relationships. Market research to identify trends & new areas of opportunity. Work on upselling & cross-selling recruitment. Develop a strong pipeline of potential clients. Required Candidate profile Business Development & Client Acquisition. Identify and generate new business opportunities in target sectors. maintain strong client relationships.

Role : Program Registration Expert (PRE) Department : Sales Job Summary: As a Program Registration Expert (PRE) , you will play a pivotal role in guiding parents and learners through the Digital Loan/EMI (Equated Monthly Installment) process, ensuring smooth course access. In addition to facilitating registrations, you will actively contribute to the sales process by emphasizing the value of the CCBP 4.0 Academy programs and the importance of mastering 4.0 tech skills. A successful candidate will possess excellent communication skills, a polished demeanor, and a results-driven mindset to ensure leads are converted into successful enrollments. Key Responsibilities: 1. Convey Program Value: Articulate the benefits and transformative impact of the CCBP 4.0 Academy programs to potential learners and their parents, fostering confidence in their decision to enroll. 2. Hooking Customers to Program Values: Use clear and impactful communication to explain how 4.0 tech skills are shaping the future and why they are essential for success in today's world, ensuring parents and learners understand the importance of investing in the program. 3. Overcoming Resistance: Identify and address objections or concerns raised by parents or learners, effectively presenting the program's value to regain and onboard leads who might otherwise back out. 4. Transparent Fee Structure Explanation: Provide clear and detailed information about the various fee structures and payment options available, ensuring transparency and trust during the registration process. 5. EMI/Digital Loan Process Guidance: Guide parents and learners step-by-step through the digital loan process, making it seamless and ensuring all requirements are met for course registration. 6. Timely Fee Setup Completion: Ensure the prompt completion of course fee setup, including loan agreements, enabling students to access their courses without delay. 7. Customer Support: Address queries or concerns related to program registration, fees, or EMI options promptly and effectively, providing a top-notch customer experience. Ideal Candidate: Polished Communication: Exceptional verbal and written communication skills in Malayalam and Tamil. Ability to explain complex processes (e.g., EMI, NBFCs) in simple, understandable terms. Sales Mindset: A results-oriented individual who thrives on meeting and exceeding enrollment targets. Problem-Solving Skills: Ability to handle objections, resolve concerns, and bring leads back into the enrollment pipeline. Customer-Centric Approach: A passion for guiding and assisting parents and learners to make informed decisions. Tech Savvy: Familiarity with digital loan processes and a basic understanding of 4.0 tech skills is a plus. Relevant Experience: Proven experience in customer service or sales, ideally in an educational setting, is an added advantage. Work Details: Internship : 3 Months (15k - 20k per month) CTC : Upto 3 LPA Location : Remote Working days : 6 days a week Language : Malayalam & Tamil

Connect with potential clients via chat and voice Explain services and onboard new customers Generate leads and drive business growth Ensure a smooth customer onboarding experience Support sales and client engagement efforts

Role : Program Registration Expert (PRE) Department : Sales Job Summary: As a Program Registration Expert (PRE) , you will play a pivotal role in guiding parents and learners through the Digital Loan/EMI (Equated Monthly Installment) process, ensuring smooth course access. In addition to facilitating registrations, you will actively contribute to the sales process by emphasizing the value of the CCBP 4.0 Academy programs and the importance of mastering 4.0 tech skills. A successful candidate will possess excellent communication skills, a polished demeanor, and a results-driven mindset to ensure leads are converted into successful enrollments. Key Responsibilities: 1. Convey Program Value: Articulate the benefits and transformative impact of the CCBP 4.0 Academy programs to potential learners and their parents, fostering confidence in their decision to enroll. 2. Hooking Customers to Program Values: Use clear and impactful communication to explain how 4.0 tech skills are shaping the future and why they are essential for success in today's world, ensuring parents and learners understand the importance of investing in the program. 3. Overcoming Resistance: Identify and address objections or concerns raised by parents or learners, effectively presenting the program's value to regain and onboard leads who might otherwise back out. 4. Transparent Fee Structure Explanation: Provide clear and detailed information about the various fee structures and payment options available, ensuring transparency and trust during the registration process. 5. EMI/Digital Loan Process Guidance: Guide parents and learners step-by-step through the digital loan process, making it seamless and ensuring all requirements are met for course registration. 6. Timely Fee Setup Completion: Ensure the prompt completion of course fee setup, including loan agreements, enabling students to access their courses without delay. 7. Customer Support: Address queries or concerns related to program registration, fees, or EMI options promptly and effectively, providing a top-notch customer experience. Ideal Candidate: Polished Communication: Exceptional verbal and written communication skills in Malayalam and Tamil. Ability to explain complex processes (e.g., EMI, NBFCs) in simple, understandable terms. Sales Mindset: A results-oriented individual who thrives on meeting and exceeding enrollment targets. Problem-Solving Skills: Ability to handle objections, resolve concerns, and bring leads back into the enrollment pipeline. Customer-Centric Approach: A passion for guiding and assisting parents and learners to make informed decisions. Tech Savvy: Familiarity with digital loan processes and a basic understanding of 4.0 tech skills is a plus. Relevant Experience: Proven experience in customer service or sales, ideally in an educational setting, is an added advantage. Work Details: Internship : 3 Months (15k - 20k per month) CTC : Upto 3 LPA Location : Remote Working days : 6 days a week Language : Malayalam & Tamil

Generate leads, pitch services, build client relationships, close deals, and support business growth. Manage outreach, follow-ups, and CRM updates. Collaborate with internal teams to deliver tailored web solutions. Sales incentives

Dear Candidates, Huge Opening for Fraud investigation/ Risk investigator Sal up to 7.5lpa Job Responsibilities: Monitor fraud queues to eliminate the fraud risk from the customer accounts and ensure risky transactions are stopped Conduct thorough investigations using internal tools to detect fraudulent activity Review chargeback data to identify meaningful patterns Provide insights on fraud trends for different Toast fintech products Discuss and work on the escalations to provide best solutions for customers Suggest and implement improvements to existing fraud SOPs and methodologies Provide insights to Data Analyst, Product and Engineering Teams to improve the existing fraud tools and procedures. Roles : Risk Assessment & Management. Fraud and Financial Crime Prevention. Internal Controls and Monitoring. Reporting and Documentation. Fraud and Financial Crime Prevention. Liaison with Regulators and Auditors. Risk Mitigation Strategy Development SAR/ATO/MONEY MULE Desired Candidate Profile: Possess good analytical skills - detail oriented Possess good communication skills, both oral and written With min 1 years Exp and above Mandatory Have a good attitude - should be committed to the work Work Location Bangalore Looking for International Banking Experience Qualifications & Experience: Education: Graduate with Exp can apply Experience: 1-4years of experience in risk management, compliance, or internal audit. Experience in financial services, banking, or the relevant industry is a plus . Call : PAVITHRA @9538878908 (call or whats app) Email id : pavithrat@thejobfactory.co.in

Efficient in office operations, HR onboarding, payroll, vendor & travel management. Skilled in invoice tracking, client onboarding, records maintenance & coordination with accounts. Strong in admin support, compliance, and communication.

Key duties and responsibilities Individual/You should be able to perform quality reviews for all entity types. i.e Corporates, foundation/ Charities, institutional Investors, designated bodies etc, based on the Anti-Money Laundering (AML) policies and guidelines. Individual/You should be able to identify and document the results of the quality reviews and proposed remedial actions. Individual/You should be able to provide clear feedback to associates and coaching as needed. Individual/You should be well versed with any or all AML guidance for Cayman, Delaware, Australia, Ireland, Bermuda etc. Individual/You should have working knowledge of any or all of screening tools viz. World Check, Pythagoras, Lexus-Nexus etc. Individual/You should be well versed with Microsoft applications. Expertise in excel and presentation skills is an added advantage. Individual/You should have working knowledge of FATCA/CRS reporting. He/She should be able to review US tax forms i.e., W9, W8-BEN, W8-IMY, Withholding statements etc. Individual/You should have good written and verbal communication skills. Individual/You should be able to keep records in good order and perform regular remediation activities as per the risk rating of investors. Individual/You should be able to work separately and also collectively in a group as the situation demands. Individual/You should be able to create the required reports in time, without any reminders. Positive attitude and team spirit is a must. Prior experience in Transfer agency functions will be an added advantage. Qualification and Experience Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelors degree in commerce is desired. 1-10 years of relevant experience Skills Required Strong analytical skills Responsible for meeting all client deliverables. Ability to navigate proficiently in a window environment. Strong knowledge of Microsoft Excel & Word. Ability to write messages in a clear and concise manner. Ability to read, write & speak English proficiently. Strong research, resolution, and communication skill Interpersonal skills - Relationship builder, respectful and resolves problems. Communication skills - Presentation skills, listening skills, oral & written communication skills. Self-management - Adaptability and resilience, learning behavior, integrity and ethics and relationship build. Motivational skills - Performance standards, achieving results and persistence. Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding. Attention to detail and ability to work on multiple tasks. Flexible enough to work in any shift as per business needs. Prior Transfer Agency processing experience is required. Bachelor’s degree in commerce is desired. 1-10 years of relevant experience Career with Apex A genuinely unique opportunity to be part of an expanding large global business. Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly. Additional information We are an equal opportunity employer and ensure that no applicant is subject to less favorable treatment on the grounds of gender, gender identity, marital status, race, color, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decision is made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please visit our CSR policy page. If you are looking to take that next step in your career and are ready to work for a high performing organization, alongside talented people who take pride in delivering great results, please submit your application (with your CV, cover letter and salary’s expectations) to our dedicated email address.neha.j-pandey@apexgroup.com Website address: https://theapexgroup.com

Transfer Agency Department Role Overview The Transfer Agency (TA) Department provides comprehensive Fund Administration services to a wide range of fund management companies, encompassing shareholder servicing functions such as transaction processing, reporting, AML compliance, registration, and payments. The team oversees client and investor documentation, transaction execution and quality control, and the maintenance of client registers based on investor instructions. This role involves performing Business-as-Usual (BAU) activities to consistently meet or exceed client service level agreements and comply with regulatory standards. Candidates should be flexible and open to working in a 24x7 environment. Key Responsibilities: Process financial and non-financial transactions using internal systems, aligned with regulatory and client requirements Identify and resolve issues within defined procedures Archive investor and client documentation to ensure a complete audit trail Support business initiatives and ad-hoc requirements Work independently while being an effective team collaborator Identify process gaps and assist in resolution/troubleshooting Guide and train team members as needed Handle complex queries with clarity and efficiency Maintain strong domain knowledge, with a solid grasp of TA business Prepare and review SOPs and process flow charts Implement and monitor process controls Recommend ideas for process enhancements Ensure compliance with audit and regulatory obligations Prioritize tasks effectively using time management skills Qualifications & Experience: Bachelors degree in Commerce preferred 110 years of relevant experience Prior experience in Transfer Agency processing is essential Skills Required: Strong analytical, verbal reasoning, and numerical skills Attention to detail and ability to manage multiple tasks under pressure Proficiency in Microsoft Word and Excel Excellent written and verbal communication skills Clear documentation and messaging capabilities High level of integrity, ethics, and adaptability Proven problem-solving and interpersonal skills Ability to motivate self and others, meet performance standards, and deliver results Creative, logical thinker with a solution-oriented approach Understanding of effective risk management and its practical application Well-developed planning and organizational abilities Willingness to work flexible hours as required by business needs In-depth understanding of TA operations and its implications for related functions

Role & responsibilities As a client onboarding Analyst, you will be responsible for managing the onboarding of new institutional or corporate clients and fund managers. You will coordinate with compliance, operations and business teams to ensure all regulatory and operational requirements are met for account set up, Regulatory compliance and client activation across banking products and services. Serve as the primary point of contact for clients during the onboarding process. Coordinate internal teams (Compliance, Legal, Risk, Product, Technology) to gather necessary approvals and documentation. Ensure timely collection and validation of documents in line with regulatory requirements. Identify and resolve onboarding queries or escalations promptly. Collaborate with relationship managers/sales and business stakeholders to ensure alignment with client needs. Maintain regular communication with clients to provide updates and manage expectations. Maintain accurate records of onboarding activities and ensure proper documentation for audits. Continuously look for ways to improve the onboarding process to enhance client satisfaction and operational efficiency. Excellent communication and email writing skills Capital market background preferred Stakeholder management Preferred candidate profile - Investment banks background Only rupali.padme@kiya.ai

About Us: Integra Ventures is a leading project management consultancy firm specializing in the healthcare sector. With a strong presence across India, we provide end-to-end solutions including healthcare planning, infrastructure development, operations advisory, and strategic consulting. Our mission is to drive measurable impact in healthcare delivery through innovation, technical excellence, and local insight. Position Overview: We are seeking a dynamic and driven Business Development Manager to support our growth across the Eastern & Central region of India. The ideal candidate will bring strong domain knowledge of the healthcare ecosystem both public and private and demonstrate a track record in proposal development, strategic partnerships, and client relationship management. Key Responsibilities: Identify and pursue new business opportunities in the healthcare sector, particularly in East & Central India. Engage with hospitals, healthcare institutions, government bodies, and development partners to build strategic alliances. Prepare and submit high-quality technical and financial proposals, concept notes, and project reports. Conduct market research and sectoral analysis to inform business development strategy. Support preparation of budgets, work plans, and presentations for internal and external stakeholders. Liaise with cross-functional teams including project, finance, and operations to ensure proposal alignment. Represent Integra Ventures at industry forums, client meetings, and field visits. Maintain an updated pipeline of leads and track progress through CRM tools. Required Qualifications & Skills: Graduate/BBA/MHA/MBA in Hospital or Healthcare Management. Minimum 3 years of relevant experience in business development or consulting within the healthcare sector. In-depth understanding of healthcare systems, policies, and stakeholder landscape in both public and private domains. Excellent written and verbal communication skills, especially in proposal writing and client presentations. Strong budgeting, analytical, and interpersonal skills. Ability and willingness to travel extensively across East & Central India. Candidates from the East region will be given preference.

Role & responsibilities : Lead Generation: Research and identify potential business opportunities through cold calls, emails, social media outreach, and networking. Assist in maintaining a robust pipeline of prospective clients. Sales Support: Work closely with the sales team to convert leads into customers. Prepare and deliver presentations to potential clients. Help with drafting and sending proposals. Market Research: Conduct research on industry trends, competitors, and customer needs to support business strategies. Stay updated on market conditions and relevant industry news. Client Relationship Management: Build and maintain relationships with existing clients to encourage repeat business and referrals. Provide timely and accurate responses to client inquiries. Collaborative Work: Collaborate with the marketing team to support campaigns and initiatives. Assist in organizing events or webinars to promote the company's services. Reporting: Track and report on sales activities, lead generation, and market intelligence. Use CRM tools to log communications and sales activities. Preferred candidate profile : Bachelors degree/Post Degree in Business, Marketing, or related field (or equivalent work experience). Strong communication skills, both written and verbal. Ability to work independently as well as part of a team. Excellent interpersonal skills and a customer-centric approach. Proven ability to generate leads and support business growth through the Sales Navigator. Knowledge of CRM software (e.g., Salesforce, HubSpot) is a plus.

To be successful as the Product Business Analyst - AVP you should have experience with: Strong business analysis expertise, including requirement gathering and creating documentation such as BRD, FRD, user stories, and user cases. Hands-on experience working in Agile/Scrum environments using tools like Jira and confluence. Solid data and analytical skills to support decision-making and solution design. Proven stakeholder management skills with the ability to collaborate across technology, operations, and compliance teams Experience in testing, including writing UAT test cases and performing independent testing. Desirable skillsets/ good to have: Domain knowledge in client onboarding/KYC and financial crime (AML) processes. Familiarity with integrations such as APIs, SFTP, and understanding of system flaws You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills. Purpose of the role To manage the implementation of strategic change initiatives to enhance the banks operational efficiency. Accountabilities Management of strategic operational changes and initiatives to enhance the banks operational efficiency and effectiveness, including the identification and assessment of changes on people, processes, and systems. Collaboration with internal stakeholders, including business leaders, project managers and SMEs to support business operation team and promote alignment between operations with the bank s objectives. Development and implementation of change management strategies and effectively communicate the strategies so they are understood and adopted by stakeholders. Management and development of KPIs to measure the effectiveness of business functions, utilising data and technology to support the identification of areas that require improvement. Comply with all regulatory requirements and internal policies related to change management. Provision of guidance and support to stakeholders throughout the operational change management process through training and coaching. Assistant Vice President Expectations To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others. OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. Complex information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes.

Responsible for providing clients with access to electronic liquidity on Multi Dealer Platforms and Nomura Live (Nomura's FX trading platform). This involves daily interaction with sales and trading. Handling configuration of onboarding clients to trade with Nomura on electronic platforms- acting as the central point of contact for key institutional clients. First line customer support for clients requiring assistance with electronic trading. Partnering with sales, trading and technology to resolve client issues. Key objectives critical to success: Ensuring that Nomura s eFX clients are granted electronic trading access in accordance with agreed procedures and policies in a seamless and efficient fashion - putting the client s experience first. Providing the eFX business and clients with real time support to facilitate a first class trading experience for the client. Build strong relationships with external and internal stakeholders to maintain an optimal operating model Mind Set: Mandatory Desired Domain Minimum 2/3 years of experience working within markets. Knowledge of OTC and Cash FX products and markets is desirable - as is exposure to electronic trading. Experience in a markets client service role is preferential. Ability to manage multiple stakeholders and interact with all levels of individuals in the business. Understanding of Global markets and electronic FX business Ability to multi task and work in a high pressure environment is critical. Excellent team work and communication skills. Advanced excel skills are advantageous. Hands-on on any basic electronic application.

Responsible for performing Client onboarding / Client Review functions Evaluating and Approving new customer account documentations and supporting information in order todetermine whether they satisfy the client onboarding identification requirements as per Nomura policies and procedures Conduct the background screening on the Client name other officials names using tools such as WorldCheck / DJX / Factiva. Interact with the front office/client integration to ensure that proper account documentation is obtained from the customer prior to approving client on boarding Interface with and provide support to Client on boarding, FCT and Compliance teams Reviews and Approvals of Static Data Amendments for existing customer accounts Conduct reviews of existing clients for status, data veracity and amendments, status, country of incorporation and assign appropriate risk classification Mandatory Skill Set : Strong understanding of AML and Client Onboarding regulations for India/AEJ Attention to detail and commitment to quality. Strong writing and verbal communication skills. Strong time management skills and ability to multitask. Outstanding analytical and problem solving skills. Desired Skill Set : Strong desire to learn each task and ensure completion in a timely manner Bachelor s degree and expertise in CDD/AML Ability to think strategically, along with the business and compliance. Ability to work independently and perform complex AML surveillance reviews and investigations analysis. Experience in working with virtual teams is a plus

Role & Responsibilities: The primary responsibilitiesfor the roles within the Prime Client Services / On-Boarding Team would include: Responsible for the day-to-day activities of Mumbai Prime Brokerage hub supporting US Hours . This role requires strong analytical skills and a thorough understanding of financial markets and ability to manage multiple tasks under pressure. Serve as primary/ secondary point of contact for Hedge fund clients, understand their needs and provide tailored solutions. Monitor and support client trade flows, investigate and trouble shoot issues related to Margin & Collateral, Corporate actions etc. and escalate when necessary. Facilitate smooth On-boarding process for clients on the platform by coordinating with various teams. Work closely with trading desk, operations and other internal teams to resolve any issues during and after the On-boarding process. Product and Process Improvement focused. Should develop process orientation and capacity enhancement methodologies, regularly monitor productivity and efficiency. Mind Set: Mandatory Desired Domain Post Graduate Degree/MBA, CFA or equivalent finance major or similar Strong knowledge of Equities, Equity Derivatives, Convertible Bonds, Fixed Income, Repo, and Futures and Options. Excellent interpersonal and communication skills. Good general knowledge & understanding of current macro-economic trends. Strong logical, analytical and problem solving skills are necessary. Strong team player, a quick learner and willing to put extra effort to build client / stakeholder relations and garner business knowledge. Proficiency in MS Excel at intermediate / expert level. Self-starter and ability to multi-task and meet various deadlines. Previous experience in Global Markets (Prime Brokerage, Equity Financing, Treasury or Risk management) preferred Knowledge of Prime Brokerage and/or financing businesses, and client motivations. Cross products (Cash / Synthetics PB, Sec-lending, Liquidity management etc.) knowledge a plus. Experience of BI tools such as Power BI or Tableau is a plus.

We are looking for a highly organized and detail-oriented individual to join our team as a Client Onboarding Intern. Your main responsibility will be efficiently onboarding clients onto the SmartSense platform, creating interactive dashboards & customized reports, and ensuring client satisfaction through effective communication and support. As a Client Onboarding Intern, you will onboard new clients onto the SmartSense platform according to scope documents, ensuring a smooth transition and setup while addressing any concerns promptly. You will develop customized dashboards and Excel reports tailored to meet clients" specific needs, ensuring accuracy and clarity for informed decision-making. Collaboration with internal stakeholders and clients to understand their requirements effectively is crucial to deliver solutions that align with stakeholder expectations and project objectives. Your role will also involve demonstrating excellent communication skills, both written and verbal, to interact effectively with clients and internal teams. Providing training to clients on the functionalities and features of the SmartSense platform and proactively identifying opportunities for process improvement will be key responsibilities. Additionally, you will provide constructive feedback and suggestions to the product and development teams for enhancements and optimizations. Qualifications and Skills required: - A minimum of a bachelor's degree in a relevant field is a must. - Interest and Experience in client onboarding, reporting, and stakeholder management roles. - Proficiency in Microsoft Excel and other relevant software applications. - Experience with dashboard and data visualization tools. - Experience in creating intuitive and visually appealing dashboards. - Strong analytical skills and attention to detail. - Excellent interpersonal and communication skills. - Knowledge of BI tools such as Power BI and Tableau is a plus. - Basic understanding of energy management and sustainability principles. - Assets technical knowledge will be considered an advantage.,

As a candidate for the position, you will be responsible for various key aspects related to the stock market, technical chart analysis, Telegram channel management, telecommunication, sales, client onboarding, and support. Your role will involve interacting with prospects and clients, providing market insights, managing Telegram channels, engaging with users, pitching platform offerings to potential clients, tracking conversions, and ensuring a seamless onboarding process for users. Your primary responsibilities will include understanding basic to intermediate technical chart patterns such as candlestick and support/resistance, explaining market insights and advisor trades to prospects and clients, and confidently addressing user queries related to equity, intraday, or options strategies. Additionally, you will manage and engage with users in Telegram channels and groups, post regular updates and promotions, respond to direct messages and comments promptly, and handle client calls to pitch platform offerings and advisor subscription plans. Following up with leads from various sources, tracking conversions, and providing support during the onboarding process will also be crucial aspects of your role. To excel in this position, you must have a minimum of 15 years of experience in business development, tele-sales, or client onboarding within the fintech or stock market-related industries. Proficiency in stock market knowledge, trading charts, and basic technical analysis is essential, along with prior experience in managing Telegram channels and groups. Strong tele-calling and communication skills, fluency in both Hindi and English (spoken and written), and familiarity with tools like Excel, Google Sheets, and CRM platforms are also required. While not mandatory, preferred skills include previous experience with SEBI-registered advisors or stock market platforms, a basic understanding of options trading and equity delivery trades, and familiarity with trading platforms like Zerodha, Upstox, and AngelOne. The position is full-time and permanent, offering benefits such as cell phone reimbursement, paid sick time, and paid time off. The schedule is a day shift from Monday to Friday, with the opportunity for a performance bonus. If you are a proactive and skilled professional with a passion for the stock market and client interaction, this role offers a dynamic and rewarding opportunity to contribute to a thriving work environment and make a meaningful impact.,

As a Senior Corporate Administrator at Citco, you will play a crucial role in managing day-to-day corporate secretarial operations for various clients based in foreign jurisdictions. You will lead new client onboarding processes, including participating in client model and work distribution calls, database setup, training, and task implementation. Collaborating with a team of professionals, you will develop and implement monthly work plans, oversee daily operations, and ensure timely and high-quality client deliverables. Your responsibilities will include conducting board meetings, drafting minutes, handling statutory filings, and identifying process inefficiencies to drive operational improvements. You will be instrumental in ensuring regulatory compliance, maintaining process hygiene, and standardizing workflows. Tracking and analyzing errors, implementing corrective actions, and enhancing quality control will be essential aspects of your role. To ensure operational efficiency, you will lead the implementation of standard operating procedures, conduct trainings for junior team members, and manage system updates in Oracle and Viewpoint. Additionally, you will optimize workflows, maintain work trackers, collaborate with AVPs on strategic planning, and support automation initiatives by integrating various software systems like Diligent, RSR, Entica, Workvia, TIBCO, among others. As an experienced Company Secretary with 5+ years of experience or a semi-qualified Company Secretary with 8+ years of work experience in a similar industry, you will have a keen eye for detail, excellent communication skills, and a proactive approach. Fluency in English, both written and spoken, is essential for this role. Your role will also involve mentoring and guiding team members, conducting cross-training sessions, and ensuring fair work distribution and effective query resolution. At Citco, we prioritize the wellbeing of our employees and offer a range of benefits, training opportunities, and flexible working arrangements to support your career growth while maintaining a healthy work-life balance. We are committed to diversity and inclusion, fostering an inclusive culture that values innovation and mutual respect. Citco encourages applications from individuals with disabilities and provides accommodations upon request for all aspects of the selection process.,

What You’ll Do: Generate & qualify leads Pitch SaaS solutions to potential clients Schedule demos & handle follow-ups Maintain CRM & track pipeline Market research & competitor analysis Understanding of sales tools & CRM

Qualify leads and schedule product demos Follow up and close sales Meet targets and report on pipeline improve outreach strategies Collaborate on GTM and share insights

Roles and Responsibilities Manage end-to-end corporate KYC process for clients, ensuring compliance with regulatory requirements. Conduct thorough due diligence on high-risk clients to identify potential risks and mitigate them proactively. Ensure timely completion of client onboarding processes, including sanction screening and CDD/EDD checks. Collaborate with internal teams to resolve any issues or discrepancies during the KYC process. Develop strong relationships with clients by providing exceptional customer service and ensuring seamless communication throughout the engagement. Desired Candidate Profile 16-26 years of experience in Business KYC, Client Onboarding, Sanction Screening, Global KYC, AML/CDD/EDD/KYC/AML Compliance/Transaction Monitoring. Strong understanding of Anti Money Laundering (AML) regulations and their application in a corporate setting. Excellent analytical skills with attention to detail to identify potential risks and develop effective mitigation strategies. Ability to work independently as well as part of a team towards achieving common goals. SHIFTS- 2AM- 12PM